Counterpoint Tactical Equity Fund (CPIEX) Alternatives

Counterpoint Tactical Equity Fund (CPIEX) belongs to the Long-Short category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CPIEX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to CPIEX

CPIEX charges 1.75% annually. Among mutual funds in the Long-Short category, these options have the lowest expense ratios among CPIEX alternatives.

Symbol	Name	Expense Ratio	Inception
PHSWX	Parvin Hedged Equity Solari World Fund	0.01%	Jan 27, 2021	CPIEX vs PHSWX
MNWIX	MFS Managed Wealth Fund	0.67%	Jun 26, 2014	CPIEX vs MNWIX
WTLS	WisdomTree Efficient Long/Short US Equity Fund	0.88%	Jan 20, 2026	CPIEX vs WTLS
SPEDX	Alger Dynamic Opportunities Fund	0.91%	Nov 1, 2009	CPIEX vs SPEDX
BTPIX	Salient Tactical Plus Fund	1.08%	Dec 30, 2012	CPIEX vs BTPIX

Best Risk-Adjusted Alternatives to CPIEX

Among mutual funds in the Long-Short category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
BDMIX	BlackRock Global Long/Short Equity Fund Class I	96	Dec 20, 2012	CPIEX vs BDMIX
QLEIX	AQR Long-Short Equity Fund	94	Jul 15, 2013	CPIEX vs QLEIX
QLENX	AQR Long-Short Equity N	94	Jul 16, 2013	CPIEX vs QLENX
BPLEX	Boston Partners Long/Short Equity Fund	94	Nov 16, 1998	CPIEX vs BPLEX
VMNFX	Vanguard Market Neutral Fund Investor Shares	91	Nov 11, 1998	CPIEX vs VMNFX

Top Performing CPIEX Alternatives (YTD)

CPIEX alternatives from the Long-Short category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
SAOAX	Guggenheim Alpha Opportunity Fund	10.98%	Jul 6, 2003	CPIEX vs SAOAX
PWLIX	PIMCO RAE Worldwide Long/Short PLUS Fund	9.37%	Dec 3, 2014	CPIEX vs PWLIX
PHSWX	Parvin Hedged Equity Solari World Fund	6.81%	Jan 27, 2021	CPIEX vs PHSWX
SNOIX	Easterly Snow Capital Long/Short Opportunity Fund	6.23%	Apr 27, 2006	CPIEX vs SNOIX
JAKVX	John Hancock Disciplined Value Global Long/Short F...	5.90%	Apr 11, 2014	CPIEX vs JAKVX

Lowest Volatility Alternatives to CPIEX

CPIEX alternatives from the Long-Short category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
MNWIX	MFS Managed Wealth Fund	5.84%	Jun 26, 2014	CPIEX vs MNWIX
QAMNX	Federated Hermes MDT Market Neutral A	6.38%	Sep 30, 2008	CPIEX vs QAMNX
NLSIX	Neuberger Berman Long Short Fund	6.46%	Dec 28, 2011	CPIEX vs NLSIX
KCEIX	Knights of Columbus Long/Short Equity Fund	6.51%	Dec 1, 2019	CPIEX vs KCEIX
ASILX	AB Select US Long/Short Portfolio	6.63%	Dec 11, 2012	CPIEX vs ASILX

Lowest Drawdown Alternatives to CPIEX

CPIEX alternatives from the Long-Short category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
KCEIX	Knights of Columbus Long/Short Equity Fund	-3.50%	Dec 1, 2019	CPIEX vs KCEIX
BDMIX	BlackRock Global Long/Short Equity Fund Class I	-3.60%	Dec 20, 2012	CPIEX vs BDMIX
ASILX	AB Select US Long/Short Portfolio	-3.62%	Dec 11, 2012	CPIEX vs ASILX
GTAPX	Quantitative U.S. Long/Short Equity Portfolio	-4.15%	Sep 28, 2006	CPIEX vs GTAPX
QAMNX	Federated Hermes MDT Market Neutral A	-4.16%	Sep 30, 2008	CPIEX vs QAMNX

Other Mutual Funds from Counterpoint Mutual Funds

Most popular Counterpoint Mutual Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
CPITX	Counterpoint Tactical Income Fund	Nontraditional Bonds	38	-1.32%	Dec 3, 2014	CPIEX vs CPITX
TMNIX	Counterpoint Tactical Municipal Fund	High Yield Muni	78	-0.24%	Jun 10, 2018	CPIEX vs TMNIX

Often Compared With CPIEX

What investors most often compare with CPIEX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
QMNNX	AQR Equity Market Neutral Fund N	Equity Market Neutral	78	-3.52%	Oct 7, 2014	CPIEX vs QMNNX
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	-3.65%	Jan 22, 1993	CPIEX vs SPY
BRK-B	Berkshire Hathaway Inc.		17	-4.80%	—	CPIEX vs BRK-B
MMTM	SPDR S&P 1500 Momentum Tilt ETF	Large Cap Growth Equities	51	-2.62%	Oct 24, 2012	CPIEX vs MMTM
VOO	Vanguard S&P 500 ETF	S&P 500	60	-3.66%	Sep 7, 2010	CPIEX vs VOO
TRBCX	T. Rowe Price Blue Chip Growth Fund	Large Cap Growth Equities	27	-11.24%	Jun 30, 1993	CPIEX vs TRBCX
FAGIX	Fidelity Capital & Income Fund	High Yield Bonds	93	0.45%	Nov 1, 1977	CPIEX vs FAGIX
VEU	Vanguard FTSE All-World ex-US ETF	Foreign Large Cap Equities	84	3.60%	Mar 2, 2007	CPIEX vs VEU
DBMF	iM DBi Managed Futures Strategy ETF	Hedge Fund, Actively Managed	95	8.09%	May 8, 2019	CPIEX vs DBMF
SGOV	iShares 0-3 Month Treasury Bond ETF	Ultrashort Bond	100	0.88%	May 26, 2020	CPIEX vs SGOV
ORR	Militia Long/Short Equity ETF	Long-Short	92	8.11%	Jan 14, 2025	CPIEX vs ORR
QNZIX	AQR Trend Total Return Fund Class I	Systematic Trend	92	6.97%	Dec 16, 2021	CPIEX vs QNZIX
HECA	Hedgeye Capital Allocation ETF	Global Allocation	—	3.58%	Jun 30, 2025	CPIEX vs HECA
ATMP	Barclays ETN+ Select MLP ETN	MLPs	39	19.13%	Mar 13, 2013	CPIEX vs ATMP
HFGM	Unlimited HFGM Global Macro ETF	Macro Trading	—	12.76%	Apr 14, 2025	CPIEX vs HFGM
ADAMH	Adamas Trust, Inc.		—	-0.58%	—	CPIEX vs ADAMH
QMHIX	AQR Managed Futures Strategy HV Fund	Systematic Trend	88	13.91%	Jul 15, 2013	CPIEX vs QMHIX
GDE	WisdomTree Efficient Gold Plus Equity Strategy Fun...	Gold	88	3.73%	Mar 15, 2022	CPIEX vs GDE
GAM	General American Investors Company, Inc.		89	0.94%	—	CPIEX vs GAM
SPMO	Invesco S&P 500 Momentum ETF	S&P 500	64	-3.77%	Oct 9, 2015	CPIEX vs SPMO

Compare CPIEX with Any Fund or Stock

Compare CPIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Counterpoint Tactical Equity Fund

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